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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.6%

Nov 7 3:59 PM EST

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To: SecularBull who wrote (164606)	4/5/2001 5:36:36 PM
From: kemble s. matter	Read Replies (1) of 176387

Hi!! "Collapsing the margins of the industry" JVanderslice Re: Storage 4/5/2001 Think about the market cap here and the opportunities that will open...When I first purchased DELL I constantly was hearing from sales folks that DELL couldn't gain access to many accounts due to lacking these other components...And, then when they did gain access to a bid DELL's PC's were bidding against the others with much higher margin components and the others would virtually give their PC's away to outbid DELL....MY my my things are changing...Look who's holding the advantage now!! :O) All of DELL's partnerings are coming together... Listen to the meeting and see if you can sense the excitement in the words of Jim Vanderslice... :o) Best, Kemble

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